Insurance · STN 03 — Book
Booked
while you work.
No contact before renewal means the client compares online, and online always looks cheaper than a broker who did not call. Qualified enquiries land in your calendar. No phone tag, no back and forth. Without it, three phone calls to agree a time, and the customer books elsewhere during the second one — and for insurance brokers and authorised representatives, that adds up to $21,600 a year.
free leak audit · 10 minutes · no login
What it is costing now
$21,600
a year for insurance brokers and authorised representatives. Struck through because it is recoverable.
Based on 5 unanswered enquiries a month at $900 average policy value, of which 40% would have converted. Your leak audit uses your numbers, not these.
What changes
Qualified enquiries land in your calendar. No phone tag, no back and forth.
Enquiries are offered real times from your live calendar and book themselves in. Availability rules are yours — travel time, job types, which days take which work, who is qualified for what — so the diary fills the way you would have filled it. On the line this sits at station 3, book — the point where enquiries either turn into policies or quietly stop. Personal lines enquiries are shopped the same day. A next-day quote is a wasted quote.
The board — Insurance — book station
RUNNING- MonRenewals due in 30 days — 96 clientsCampaign31 replies
- Tue 11:20Missed call — business pack quoteMissed callCallback 11:24
- WedQuote #212 — landlord coverDay-2 chaseBound
- 06:00Shift summary → principal's phoneReport31 renewals in play
How it runs
What straight-to-calendar booking changes for insurance
01
It offers real times
From your live calendar, with your travel and buffer rules already applied.
02
They pick one
In the same conversation they are already in — no link to a separate system, no login.
03
It is confirmed
Confirmation to them, the slot on your calendar, the details in the thread.
04
It protects the day
No double bookings, no jobs stacked on opposite sides of town.
Straight answers
Straight-to-calendar booking for insurance broking — questions people ask
- Our scheduling is too complicated to automate.
- The rules are set up around how you actually run the day — job types, travel, who can do what. It is not a generic calendar link. If a job genuinely needs your judgement, it comes to you instead of booking.
- Does this replace our renewal process?
- It runs it. Renewal dates drive the contact automatically so no policy reaches expiry without the client hearing from you.
- Is automated contact compliant?
- It handles contact, scheduling and reminders. Anything constituting advice or a recommendation stays with the adviser, and every contact is logged.
Same trade
Everything else that runs on a insurance line
Database reactivation
Booked work from people who already know you. No new ad spend.
90-second speed to lead
Most jobs go to whoever replies first. This makes that you, every time.
Long-term nurture
The enquiry that was too early stays warm until it is ready.
Missed-call text-back
A text goes out before the voicemail beep would have finished.
Quote follow-up on day 2, 5 and 9
Sent is not the same as answered. Every open quote gets followed until it is one or the other.
The pipeline board
Every open enquiry, what stage it is at, and what happens to it next.
Same station
Straight-to-calendar booking in other trades
Insurance · Calendar booking
Find your leak
in 10 minutes.
We count what is leaking out of your pipeline right now and put a dollar figure on it. Free, ten minutes, no login, no obligation.
You see the number before you spend anything.
free leak audit · 10 minutes · no login